Our values determine what we buy at the grocery store and what car we drive. Why should it be any different when it comes to investing?
Sustainable Investing is a way to reflect your values within your portfolio and create positive change in the world around us. We believe in the importance of providing solutions for those who care about issues like climate change, gender diversity and data privacy, just to name a few.
Some of our clients prefer to exclude certain types of companies from their portfolio, like tobacco producers or gun manufacturers. Other clients prefer an integrative approach that invests more heavily in companies that are leading the way in environmental, social or governance policies and practices. We have experience engaging investors in these meaningful conversations and tailoring portfolios to each investor’s unique needs.
We spend time getting to know you and what is important to you. Whether you have specific goals you’d like to accomplish or are just interested in learning more about the options available, our advisors can guide you through the Sustainable Investing space. Based on these conversations, we will provide a portfolio recommendation that best incorporates the factors you care most about. We take a holistic approach to ensuring that this recommendation aligns with your financial plan and investment objectives.